RIAs: Under $100M AUM
12,931 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Mcgehee Wealth Advisory Group, Inc.
RIAIndian Land, SC
AUM $45MTEAM 1REPS 2
Abbott Capital Management Corp.
RIAAUM $45MTEAM 1REPS 1
Potomac Wealth Strategies, LLC
RIAAUM $45MTEAM 1REPS 1
Miltonian Capital Management, LLC
RIAAUM $45MTEAM 2REPS 1
Sapiat Asset Management, LLC
RIAGreeneville, TN
AUM $44.9MTEAM 3REPS 2
Beal Consulting, Inc.
RIAPlymouth, MA
AUM $44.9MTEAM 2REPS 2
Atlantic Retirement & Wealth Advisors LLC
RIAAUM $44.9MTEAM 2REPS 1
Wachtel Capital Advisors, LLC
RIATowaco, NJ
AUM $44.9MTEAM 1REPS 1
Companion Portfolio Management
RIASequim, WA
AUM $44.9MTEAM 1REPS 1
Spillane Financial Planning, Inc.
RIAAUM $44.9MTEAM 1REPS 1
Nexgen Investments LLC
RIAAUM $44.9MTEAM 1REPS 1
JQL Wealth
RIAAUM $44.9MTEAM 1REPS 1
Baker Asset Management, LLC
RIAAUM $44.8MTEAM 1REPS 1
Hegdahl Investment Management, LLC
RIAAUM $44.8MTEAM 1REPS 1
BGR Advisors
RIAAUM $44.8MTEAM 1REPS 1
Inside Edge Capital Management, LLC
RIAAUM $44.8MTEAM 2REPS 2
Elkwater Capital
RIANew York, NY
AUM $44.8MTEAM 3REPS 1
Celia Mann Baehr, Cfp
RIAMobile, AL
AUM $44.8MTEAM 1REPS 1
LDL Capital Management, LLC
RIAAUM $44.7MTEAM 1REPS 1
Wada Capital Management, LLC
RIAEl Cerrito, CA
AUM $44.7MTEAM 2REPS 2
Nordwand Investments, LLC
RIARadnor, PA
AUM $44.7MTEAM 2REPS 3
American Family Legacy Group
RIATampa, FL
AUM $44.7MTEAM 3REPS 3
Savvi Financial LLC
RIAWaltham, MA
AUM $44.7MTEAM 22REPS 7
Blake Financial Counsel, LLC
RIAAtlanta, GA
AUM $44.7MTEAM 2REPS 2
Other AUM ranges
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